Alexa Wealth Management offers tailored investment advice and discretionary portfolio management services. They work with clients to determine their investment objectives and risk tolerance. Alexa Wealth Management also provides financial planning services, including retirement plan consulting. They advise on equity securities, ETFs, CDs, money market funds, municipal securities, REITs, and variable annuities.
Assets Under Management$17M
Clients26
Advisors1
Avg. per Client$640K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.85% |
Fees are negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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